Although we’re five years on from the launch of Open Banking, it feels like we’ve only just started to fulfil the potential of sharing data across financial services, writes Nick Eatock
Almost every week, I notice tweets from advisers about issues they are having with Intelliflo Office. And I have also spoken to quite a few IFAs who are frustrated that the system keeps cutting out or is slow.
Advisers have continued to experience issues with Intelliflo Office. The back-office system was down this morning (13 May), with users unable to login.
Returning after the inevitable two-year Covid created gap, today’s Intelliflo Connect conference saw the announcement of many new features which will be welcome to users.
Alan Moran has been sharing his financial management system (learned from his dear Nan) with clients for more than 30 years. Here, with a few client anecdotes thrown in, he shares it with PA.